Comments on GREATEC

Andrew Ho

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Greatec will receive a portion of the project from First Solar
https://www.pv-magazine.com/2024/12/11/juniper-green-places-1-gw-pv-module-order-with-first-solar/

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C H Lim

rumour

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Andrew Ho

Wait for the announcement from Greatec then

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Michael Saw

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目标价3.0 Greatec Stock 5y CAGR - Revenue36.1% n 5y CAGR - Profit19.2% Net profit margin 20%-25%非常好

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Previous replies (25)

Michael Saw

今天将会是美好的一天，要开车了。。。嘻嘻

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Michael Saw

(Reuters) - Global sales of fully electric and plug-in hybrid vehicles rose for a seventh consecutive month in November, jumping 32% year on year for a third consecutive record high, data from market research firm Rho Motion showed on Friday.

China continued to lead sales growth, accounting for almost 70% of total EV sales in the month, while registrations in Europe showed a marginal decline.

WHY IT'S IMPORTANT

The electric car market is undergoing critical transformation as incremental deman

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Afiffuddin Abdul Aziz

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Its a great company. So it will be watch

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Winston Ng

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I think it will drop below rm 1.9 or further down.

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Andy Yeoh

resistance is break. Hoot 9e!!

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Ah Choon Wong

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排 1.96 还真做到….. 要錢不要票了！

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Previous replies (22)

Charmaine chee

还建仓？低过2.00 就可以清仓了

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DawscpJ

Revenue n profit also dropped so much

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SEA BOBO

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公司里一大chunk的orderbook来自于first solar。。。基本上太阳能电板这个东西已经被中国干到不值钱了。。。在一些国家甚至把电板当作屋子与屋子之间的隔阂。first solar的唯一强点在于他们是美国企业，单靠美国的保护政策就能开糊。trump是个爱国的人，为了保护国家企业应该更加愿意把solar panel的tariffs抬高吧。。。不过在技术方面，中国是领先first solar很多，到最后还是要看谁是first solar的水鱼客户吧。。。
L&P那里的业绩开始变难看了，masterpack应该也是一起去荷兰了，market其实很快就react了，bad prospect就反应在股价上。。。

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Previous replies (7)

Admiral Adama

可能小马哥会出来选。虽然他说对政治没兴趣不过万事没绝对，never say never...

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SEA BOBO

Greatech的最大customer hailat了
前景看起来不是很好
Especially trump is back to the office!

The rollout of the Inflation Reduction Act’s section 45x tax credits remains unclear as President-elect Donald Trump enters office in January. While the IRA passed with zero Republican support, and Trump has pledged to rescind unspent IRA funding if re-elected, a full or partial repeal of the bill is deemed unlikely by some industry experts.

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